Personal Tax, Estate and Wealth Planning

Developing tax effective strategies to extend your wealth

Our priority is to understand your overall financial affairs and planning so we can identify tax strategies that help you achieve your goals.

Our Personal Tax services include:

Planning your estate to diminish income tax and probate fees at death
Effective income splitting strategies
Intra-family gifting and generation skipping
Reviewing existing wills and advising on tax matters to update your will

Reducing U.S. estate tax owing on U.S. securities and real estate assets
Reducing U.S. estate tax related to U.S. citizens who are beneficiaries of Canadian trusts and estates

Decrease capital gains tax on sale
Effective tax structuring of acquisitions
Make representations to the tax authorities

Tax effective life insurance purchases
Identify situations to consider insurance funding
Effective financing using insurance
Examine insurance as a planning and investment tool

Planning and compliance related to offshore investments

Planning related to property and support claims

Orderly transfer of business to next generation
Dealing with family members involved and not involved in the business
Planning the effective transfer of business control to maximize value
Advising on shareholder agreements
Choosing and training a successor

Tax effective split up of assets among family members
Asset protection strategies
Use of tax losses/deductions in a corporate group

Assisting in the establishment and administration of private foundations
Timing and structure of gifts to make the most of tax credits
Structuring bequests in your will

Improving consequences of stock option plans
Design remuneration packages and pension plan arrangements
Tax issues related to retirement planning
Tax and cash flow planning re severance

Tax compliance for companies and individuals
Tax compliance for estates and beneficiaries
Accounting services for companies, estates and trusts

Contact a professional in your area to discuss your unique taxation concerns.

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Contact us

Private Tax Leader, Partner

Tel: +1 905 815 6399

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